Ownership history in Accel Wealth Management · 21 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in SPDR GOLD TRUST GOLD SHS ETF (GLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 10,302 | +1,388 | +15.6% | 1.12% | $4.1M | $396.31 |
| 2025 Q3 | REDUCED | 8,914 | -75 | -0.8% | 0.92% | $3.2M | $355.47 |
| 2025 Q2 | ADDED | 8,989 | +940 | +11.7% | 0.91% | $2.7M | $304.83 |
| 2025 Q1 | ADDED | 8,049 | +2,105 | +35.4% | 0.84% | $2.3M | $288.14 |
| 2024 Q4 | ADDED | 5,944 | +1,965 | +49.4% | 0.55% | $1.4M | $242.13 |
| 2024 Q3 | REDUCED | 3,979 | -12,943 | -76.5% | 0.36% | $967K | $243.06 |
| 2024 Q2 | REDUCED | 16,922 | -32 | -0.2% | 1.46% | $3.6M | $215.01 |
| 2024 Q1 | UNCHANGED | 16,954 | — | 0% | 1.48% | $3.5M | $205.72 |
| 2023 Q4 | ADDED | 16,954 | +171 | +1.0% | 1.63% | $3.2M | $191.17 |
| 2023 Q3 | ADDED | 16,783 | +584 | +3.6% | 1.60% | $2.9M | $171.45 |
As of 2025 Q4 — sorted by position size